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1,162 hedge funds and large institutions have $48.1B invested in KLA in 2023 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 423 increasing their positions, 442 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 83

26.92% more ownership

Funds ownership: 869.85%896.76% (+27%)

10% more call options, than puts

Call options by funds: $548M | Put options by funds: $497M

3% more funds holding

Funds holding: 1,1291,162 (+33)

4% more capital invested

Capital invested by funds: $46.3B → $48.1B (+$1.81B)

4% less repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 442

29% less funds holding in top 10

Funds holding in top 10: 3525 (-10)

Holders
1,162
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
18.52%
Holding in Top 10
25
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-28.57%
% of All Funds
0.4%
New
137
Increased
423
Reduced
442
Closed
83
Calls
$548M
Puts
$497M
Net Calls
+$51.6M
Net Calls Change
+$72.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1076
Stonebridge Capital Advisors
Minnesota
$29.9K +$5.91K +150 +25%
CA
1077
Centerpoint Advisors
Massachusetts
$27K +$1.18K +30 +5%
EARNEST Partners
1078
EARNEST Partners
Georgia
$26.7K
JGIA
1079
Jackson Grant Investment Advisers
Connecticut
$26.3K
RFA
1080
Resurgent Financial Advisors
Georgia
$25.9K -$788 -20 -3%
BWM
1081
Baystate Wealth Management
Massachusetts
$25.3K +$3.15K +80 +15%
BIA
1082
Bell Investment Advisors
California
$24.4K -$1.18K -30 -5%
GCM
1083
Gables Capital Management
Florida
$24.3K
RFG
1084
RFP Financial Group
Georgia
$23.6K -$1.97K -50 -8%
KFI
1085
Key Financial Inc
Pennsylvania
$23.2K
BC
1086
Belmont Capital
California
$22.8K
GI
1087
Gradient Investments
Minnesota
$22.4K -$788 -20 -3%
DWA
1088
Delos Wealth Advisors
Texas
$22K
WTA
1089
Washington Trust Advisors
Massachusetts
$20K
CIA
1090
Cape Investment Advisory
Georgia
$20K +$19.7K +500 New
ECM
1091
Estabrook Capital Management
New York
$17.6K
SC
1092
SouthState Corp
Florida
$17.2K
CUAMC
1093
China Universal Asset Management Company
China
$16.8K +$16.6K +420 New
2L
1094
25 LLC
Missouri
$15.7K +$16.2K +410 New
CT
1095
Colonial Trust
South Carolina
$15.2K -$35.9K -910 -71%
RTL
1096
Red Tortoise LLC
Georgia
$15.2K
VCM
1097
Vigilant Capital Management
Maine
$15K -$4.33K -110 -22%
CCP
1098
Carmel Capital Partners
California
$14.4K +$14.2K +360 New
GCM
1099
Gladius Capital Management
Illinois
$14K +$13.8K +350 New
PI
1100
PineBridge Investments
New York
$13.6K -$11K -280 -45%

KLAC Hedge Fund Activity: Q1 2023 in Review

1,162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q1 2023, worth a combined $48.1B — up 3.9% from $46.3B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new KLAC positions and 83 closed out — a net gain of 54 holders — while 423 added to existing stakes and 442 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.42B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.08B.

  • 1,162 institutional investors held KLA (KLAC) as of Q1 2023, up from 1,129 in Q4 2022.
  • Funds reported $48.1B of KLA stock for Q1 2023, up 3.9% quarter-over-quarter.
  • 137 funds opened new KLA positions in Q1 2023 and 83 closed out, a net change of +54 holders.
  • The largest KLA buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.42B added.
  • The largest KLA seller in Q1 2023 was T. Rowe Price Associates, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2023.